Mohak Sarda
Jaipur
Summary
Detail-oriented Finance Associate with proven expertise in financial analysis, budgeting, and forecasting. Possesses strong analytical skills and a solid understanding of corporate finance principles, consistently driving efficiency improvements and cost reductions. Proficient in Python for financial modeling and data analysis, with aspirations to leverage technology further in investment research and portfolio management.
Overview
1
1
Certification
Work History
Finance Associate
PCEIR Ac. Peunier
11.2024 - 12.2024
- Assisted in financial modeling and investment analysis
- Conducted industry research and peer group analysis
- Worked on financial data automation using Python
Education
CFA Level 3 - Finance
CFA Institute
USA04-2025
CFA Level II -
CFA Institute
05.2024
CFA Level 1 - Finance
CFA Institute
USA08-2023
Bachelor of Computer Applications (BCA) - Computer Science
University of Rajasthan
09.2021
Skills
- Peer group analysis
- Valuation techniques
- Financial modeling
- Python Fundamentals
- MS Excel
- Derivatives trading
- Market research
- Intermediate spoken English
- Problem-solving abilities
Certification
- Python Programming Fundamentals
- Financial Modelling
- Stocks and Trading - Yak Trading (Online), 02/01/23, 09/01/23, covered trading basics, futures and options, and option Greeks
Projects And Practical Experience
- Developed predictive models for investment opportunities using Python.
- Automated data extraction and analysis for financial reports.
- Analyzed market trends and executed trades using technical indicators.
Timeline
Finance Associate
PCEIR Ac. Peunier
11.2024 - 12.2024
CFA Level 3 - Finance
CFA Institute
CFA Level II -
CFA Institute
CFA Level 1 - Finance
CFA Institute
Bachelor of Computer Applications (BCA) - Computer Science
University of Rajasthan
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